Who Owns iShares U.S. Financial ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares U.S. Financial ETF.
Who crossed 5% of IYF →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Gerald Baker Financial Group LLCU.S. FINLS ETF12.9K shadded | $1.6M |
| Castle Rock Wealth Management, LLCU.S. FINLS ETF12.7K shtrimmed | $1.6M |
| MAGNOLIA CAPITAL MANAGEMENT LTDUIU8.8K shheld | $1.1M |
| Acropolis Investment Management, LLCU.S. FINLS ETF8.8K shheld | $1.1M |
| HF Advisory Group, LLCU.S. FINLS ETF8K shadded | $1M |
| Councilor Wealth, LLCU.S. FINLS ETF6.2K shadded | $782.4K |
| Cadent Capital Advisors, LLCU.S. FINLS ETF4.8K shheld | $603.2K |
| Atlas Brown,Inc.ETF3.3K shadded | $409.4K |
| TrueWealth Advisors, LLCU.S. FINLS ETF3.2K shheld | $396.5K |
| Decker Wealth Management LLCU.S. FINLS ETF3.1K shheld | $386.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM3K shadded | $377.9K |
| Farther Finance Advisors, LLCETF2.6K shtrimmed | $322.3K |
| YHB Investment Advisors, Inc.U.S. FINLS ETF2.6K shtrimmed | $320.9K |
| CoreCap Advisors, LLCETF2.1K shadded | $262.6K |
| Davis Capital ManagementETF280 shheld | $35.2K |
| Bank of New HampshireU.S. FINLS ETF259 sh— | $32.5K |
| GAMMA Investing LLCETF255 sh— | $32K |
| ARMSTRONG ADVISORY GROUP, INCU.S. FINLS ETF175 shadded | $22K |
| Investors Research CorpU.S. FINLS ETF50 shadded | $6.3K |
| GILPIN WEALTH MANAGEMENT, LLCU.S. FINLS ETF44 shtrimmed | $5.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on IYF
Follow iShares U.S. Financial ETF (IYF) by email
New trades in iShares U.S. Financial ETF (IYF) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.